New Feature: Playlist Center! Pick a topic and let our playlists guide the way—like a learning mixtape.

Start learning with our library of video tutorials taught by experts. Get started

SQL Server Reporting Services in Depth
Illustration by

Adding and updating report parts


From:

SQL Server Reporting Services in Depth

with Simon Allardice

Video: Adding and updating report parts

After publishing your first report parts, if you didn't have a Report Parts folder visible in your report manager, you should have one now. To use these I'm just going to go ahead and create and create a normal report using Report Builder, as we usually would. As ever, I'll do a blank report, but this time I'm not going to add a data source. I'm not going to add a dataset. I don't need to. I just want to add some report parts to this new report. So I'll go over to my Insert tab and now click this Report Parts button. It opens up what's called the Report Part Gallery.
Expand all | Collapse all
  1. 12m 6s
    1. Welcome
      1m 9s
    2. What you need to know
      1m 36s
    3. Exploring SQL Server Reporting Services components
      4m 17s
    4. Reviewing SQL Server versions
      5m 4s
  2. 49m 41s
    1. The elements of a report
      3m 10s
    2. Creating a report with Report Builder
      12m 11s
    3. Grouping table regions on a report
      6m 1s
    4. Joining data from multiple tables
      4m 33s
    5. Formatting report elements
      4m 34s
    6. Using functions in a report
      11m 0s
    7. Displaying data in a matrix
      8m 12s
  3. 24m 9s
    1. Filtering data and adding parameters to a report
      5m 35s
    2. Customizing report parameters
      5m 4s
    3. Sorting data in a data region
      4m 7s
    4. Applying interactive sorting
      4m 57s
    5. Creating a drillthrough action to connect reports
      4m 26s
  4. 49m 57s
    1. Introduction to charting in Reporting Services
      4m 16s
    2. Creating a column chart
      8m 35s
    3. Adding a generated average to a chart
      4m 5s
    4. Creating a pie chart
      8m 19s
    5. Using sparklines
      6m 38s
    6. Adding a sparkline to a drilldown matrix
      14m 34s
    7. Adding data bars
      3m 30s
  5. 21m 48s
    1. Adding indicators to a report
      7m 52s
    2. Using and configuring gauges
      5m 30s
    3. Using maps in Reporting Services
      8m 26s
  6. 38m 14s
    1. Creating modular reports with report parts
      4m 36s
    2. Adding and updating report parts
      4m 37s
    3. Using subreports and nested regions
      4m 28s
    4. Configuring headers and footers
      3m 9s
    5. Printing and exporting reports
      3m 45s
    6. Using page breaks
      5m 37s
    7. Creating and using shared data sources
      8m 11s
    8. Creating and using shared data sets
      3m 51s
  7. 27m 20s
    1. Organizing reports in Report Manager
      3m 1s
    2. Adding users and configuring report security
      5m 24s
    3. Configuring subscriptions
      5m 13s
    4. Creating a linked report
      4m 8s
    5. Using Report Designer in SQL Server Data Tools
      9m 34s
  8. 1m 2s
    1. Goodbye
      1m 2s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
please wait ...
SQL Server Reporting Services in Depth
3h 44m Advanced Dec 13, 2012

Viewers: in countries Watching now:

Discover how to create, manage, and deliver interactive reports—not just to print, but to dynamically explore enterprise-level data—with Reporting Services in SQL Server. In this course, author Simon Allardice concentrates on using Report Builder to build and format reports from a variety of data sources, but also shows how to perform basic administration tasks such as granting user access and organizing reports in the Report Manager. Plus, learn how to add interactive sorting and filtering functionality to your reports, and create column and pie charts to better express your data.

Note: These tutorials are applicable to both the 2008 and 2012 versions of SQL Server.

Topics include:
  • Understanding the elements of a report
  • Grouping table regions
  • Joining data from multiple tables
  • Displaying data in a matrix
  • Customizing report parameters
  • Filtering and sorting data
  • Creating charts
  • Adding sparklines and data bars
  • Creating at-a-glance reports with indicators
  • Using Maps in Reporting Services
  • Configuring report security
  • Printing and exporting reports
Subjects:
Developer Databases
Software:
SQL Server
Author:
Simon Allardice

Adding and updating report parts

After publishing your first report parts, if you didn't have a Report Parts folder visible in your report manager, you should have one now. To use these I'm just going to go ahead and create and create a normal report using Report Builder, as we usually would. As ever, I'll do a blank report, but this time I'm not going to add a data source. I'm not going to add a dataset. I don't need to. I just want to add some report parts to this new report. So I'll go over to my Insert tab and now click this Report Parts button. It opens up what's called the Report Part Gallery.

Now, this could theoretically have hundreds or thousands of report parts in it. They're searchable, and it'll go through the name and the description, so I could type in "customer" for example and I would bring back this customer table with a little preview of it. Click it once, I get the description. It's a simple list of customers. Though at this point, if I just left that search field blank and just clicked the Search button, I would get everything that existed, which is both my customer table and my address text. And all I do is drag it on. So I've drag on the customer table here, and I need to just reposition it a bit, and then I'll drag on the address text as well.

Let's go and prove this works, click Run. It works just fine. You see, when you drag on that report part, what is also done is automatically add the embedded data source and the embedded dataset that that table originally contained. Everything it needs to work is automatically added to this new report, but I can still go through and change this table to my heart's content. If I wanted to select that top row and change the background color, it's not a problem; if I wanted to even delete the column from the end, not a problem either.

I can make any changes that I want to. It has copied the information from the published report part into my new report. Now, whatever change I make here is not overwriting the report part on the server unless I wanted it to, in which case I could republish this part, either overwriting the existing one or publishing as a new one. And this is how you publish and reuse report parts. Now, if I have published a report part and then used in multiple other reports, what happens if a change to this report part is made over here in this Report Part gallery? Well, let's take a look.

I am going to open up the original report that I'd used to publish that report part. Now, I don't need to actually have the original one. I could overwrite or update that report part from anywhere. This is just a good example so we can see what's going to happen. This report is of course working just fine right now. What I'm going to do is make a small change to order by last name ascending, which it currently isn't doing. And I'm also going to change the text report part here from 22 Acacia Avenue to 44. I'll make those changes normally.

First selecting the table, I am going into the Tablix Properties. I'll just add a sort LastName, A to Z. Test it. It seems to work just fine. I'll make one change to the text over here and that works too, so let's republish these. Up to the Office button, Publish Report Parts, just review them before publishing. If I open up these, we get a bit of information that it understands these have already been published. So we do get a checkbox asking if I want to publish as a new copy of the report part, perhaps to a different location. I don't want to do that; I just want to overwrite what's there.

So I'll click Publish and we're done. Click Close. No change will be visible here because I've already made those changes, but I'm now going to switch into the other report. Now, if I'd save this to the server and then reopened it, it what actually prompt me and tell me that there were changes to these report parts, and did I want to copy down the changes? It won't overwrite them if I don't want to. So if I want to keep my customize report part, I just keep it. Because I already have this report open, I'm not getting prompted, but I can go up to the Office button here and select the option to Check For Updates. Clicking that I get this prompt up at the top that 2 publish report parts in this report have been updated on the server.

I can click View Updates and it's figured out there are changes to both, including I can even see the 44 Acacia Avenue. It will not overwrite my changes unless I tell it to do so, so I can select either both of these options or I can select just one or the other. I am going to select both and click Update. Close and you can see that those changes have been copied back into my new report. We have got 44 Acacia Avenue. And now if I run this report, I've even got the sorting being applied by last name. So, well these changes won't be enforced upon any report that uses report parts, it's very useful to have that notification.

There are currently no FAQs about SQL Server Reporting Services in Depth.

 
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

join now Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed SQL Server Reporting Services in Depth.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Notes cannot be added for locked videos.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.